Mitsubishi Ufj Financial Group Inc
MUFG- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000067088
No open-market purchases or sales by Mitsubishi Ufj Financial Group Inc insiders were filed in the last 90 days; 575 institutions reported holding it in 13F filings for Q2 2026, worth $6.74B in total; no superinvestor holds it.
Other share classesMBFJF
13F holders, Q4 2023
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 360
- +38 vs. Q3 2023
- Shares held
- 215.6M
- +5.97M (+2.8%) vs. Q3 2023
- Total value
- $1.86B
- +$77.2M (+4.3%) vs. Q3 2023
- New holders
- 75
- 156 more added
- Sold out
- 37
- 86 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MUFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 575 | $6.74B |
| Q1 2026 | 541 | $5.75B |
| Q4 2025 | 532 | $5.26B |
| Q3 2025 | 489 | $5.34B |
| Q2 2025 | 486 | $4.61B |
| Q1 2025 | 453 | $4.22B |
| Q4 2024 | 437 | $2.75B |
| Q3 2024 | 418 | $2.31B |
| Q2 2024 | 406 | $2.42B |
| Q1 2024 | 380 | $2.31B |
| Q4 2023 | 360 | $1.86B |
| Q3 2023 | 328 | $1.78B |
| Q2 2023 | 305 | $1.61B |
| Q1 2023 | 288 | $1.41B |
| Q4 2022 | 271 | $1.42B |
| Q3 2022 | 250 | $922.8M |
| Q2 2022 | 258 | $1.09B |
| Q1 2022 | 236 | $1.29B |
| Q4 2021 | 235 | $1.09B |
| Q3 2021 | 229 | $1.14B |
| Q2 2021 | 219 | $1.00B |
| Q1 2021 | 216 | $955.7M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 30,769 | $264.9K | 0.02% | −7,880−20.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 30,044 | $258.7K | 0.07% | −1,052−3.4% | Reduced |
| Commerce Bank | 29,580 | $254.7K | 0.00% | −1,302−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,421 | $253.3K | 0.00% | +386+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,129 | $251.0K | 0.01% | +29,129 | New |
| Lindbrook Capital, LLC | 29,125 | $250.8K | 0.03% | +3,172+12.2% | Added |
| Sapient Capital LLC | 28,893 | $248.8K | 0.01% | +28,893 | New |
| Prime Capital Investment Advisors, LLC | 28,657 | $246.7K | 0.00% | +28,657 | New |
| Kestra Advisory Services, LLC | 28,352 | $244.1K | 0.00% | +3,968+16.3% | Added |
| Optas, LLC | 28,182 | $242.6K | 0.07% | +316+1.1% | Added |
| Calton & Associates, Inc. | 28,125 | $242.2K | 0.10% | +28,125 | New |
| Claro Advisors LLC | 27,702 | $238.5K | 0.05% | +94+0.3% | Added |
| Lake Street Advisors Group, LLC | 27,518 | $236.9K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 27,272 | $234.8K | 0.03% | +7,522+38.1% | Added |
| Old National Bancorp | 26,725 | $230.1K | 0.01% | +6,425+31.7% | Added |
| Keel Point, LLC | 26,657 | $229.5K | 0.03% | +1,299+5.1% | Added |
| Ronald Blue Trust, Inc. | 27,050 | $229.0K | 0.00% | +7,078+35.4% | Added |
| New York State Common Retirement Fund | 26,123 | $224.9K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 26,237 | $224.3K | 0.04% | −2,622−9.1% | Reduced |
| TD Asset Management Inc | 25,621 | $220.6K | 0.00% | +11,241+78.2% | Added |
| Windward Capital Management Co | 25,536 | $220.0K | 0.02% | −77−0.3% | Reduced |
| Verus Capital Partners, LLC | 25,200 | $217.0K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 25,000 | $215.0K | 0.10% | 00.0% | Unchanged |
| Five Oceans Advisors | 24,846 | $213.9K | 0.12% | +8,588+52.8% | Added |
| Rockefeller Capital Management L.P. | 24,767 | $213.3K | 0.00% | +24,767 | New |
| VanderPol Investments L.L.C. | 24,397 | $210.1K | 0.72% | +24,397 | New |
| PDS Planning, Inc | 24,382 | $209.9K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 23,776 | $204.7K | 0.04% | +23,776 | New |
| Russell Investments Group, Ltd. | 23,179 | $199.6K | 0.00% | +3,753+19.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,114 | $199.0K | 0.00% | +5,882+34.1% | Added |
| Callan Capital, LLC | 22,695 | $195.4K | 0.02% | +22,695 | New |
| Cetera Investment Advisers | 21,104 | $181.7K | 0.00% | −844−3.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 21,018 | $181.0K | 0.03% | +9,154+77.2% | Added |
| FFT Wealth Management LLC | 20,946 | $180.3K | 0.02% | +1,195+6.1% | Added |
| HighPoint Advisor Group LLC | 16,687 | $175.0K | 0.01% | +16,687 | New |
| GAMMA Investing LLC | 18,700 | $174.8K | 0.05% | +18,700 | New |
| First Affirmative Financial Network | 20,289 | $174.7K | 0.14% | −4,351−17.7% | Reduced |
| Pinnacle Associates Ltd | 20,240 | $174.3K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 20,099 | $173.1K | 0.01% | +2,163+12.1% | Added |
| Resonant Capital Advisors, LLC | 19,677 | $169.4K | 0.02% | −2,380−10.8% | Reduced |
| Tower Research Capital LLC (TRC) | 19,674 | $169.4K | 0.00% | +17,737+915.7% | Added |
| Seeds Investor LLC | 19,030 | $163.8K | 0.19% | +19,030 | New |
| Trust Point Inc. | 18,515 | $159.4K | 0.01% | +18,515 | New |
| Wedmont Private Capital | 16,892 | $150.2K | 0.01% | +4,460+35.9% | Added |
| Abel Hall, LLC | 17,394 | $149.8K | 0.13% | +17,394 | New |
| Moreno Evelyn V | 17,035 | $146.7K | 0.07% | +17,035 | New |
| Manchester Capital Management LLC | 16,442 | $141.6K | 0.02% | +2,912+21.5% | Added |
| Ieq Capital, LLC | 16,230 | $139.7K | 0.00% | +2,776+20.6% | Added |
| Legacy Financial Advisors, Inc. | 16,024 | $138.0K | 0.03% | −107−0.7% | Reduced |
| Flputnam Investment Management Co | 15,865 | $136.6K | 0.00% | −3,213−16.8% | Reduced |
| Aprio Wealth Management, LLC | 15,804 | $136.1K | 0.03% | +2,954+23.0% | Added |
| Smartleaf Asset Management LLC | 15,695 | $134.6K | 0.04% | +15,695 | New |
| Vanguard Capital Wealth Advisors | 15,500 | $133.5K | 0.11% | +15,500 | New |
| Mission Wealth Management, LP | 15,116 | $130.1K | 0.00% | +3,015+24.9% | Added |
| Allspring Global Investments Holdings, LLC | 15,095 | $130.0K | 0.00% | +4,224+38.9% | Added |
| Coldstream Capital Management Inc | 15,093 | $130.0K | 0.00% | +15,093 | New |
| Fidelis Capital Partners, LLC | 15,051 | $129.6K | 0.03% | +4,841+47.4% | Added |
| Beacon Pointe Advisors, LLC | 14,926 | $128.5K | 0.00% | +3,276+28.1% | Added |
| FDx Advisors, Inc. | 14,717 | $127.0K | 0.01% | +3,574+32.1% | Added |
| Balyasny Asset Management LLC | 14,432 | $124.3K | 0.00% | −59,079−80.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,263 | $122.8K | 0.02% | −3,595−20.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 13,894 | $119.6K | 0.10% | +13,894 | New |
| Scientech Research LLC | 13,763 | $118.4K | 0.12% | +13,763 | New |
| Seven Mile Advisory | 13,345 | $114.9K | 0.10% | −70−0.5% | Reduced |
| Apollon Wealth Management, LLC | 13,214 | $113.8K | 0.00% | +13,214 | New |
| Walkner Condon Financial Advisors LLC | 13,144 | $113.2K | 0.03% | +142+1.1% | Added |
| InterOcean Capital Group, LLC | 12,821 | $110.4K | 0.00% | +106+0.8% | Added |
| Simplex Trading, LLC | 12,813 | $110.0K | 0.00% | +3,603+39.1% | Added |
| Veracity Capital LLC | 12,729 | $109.6K | 0.04% | +62+0.5% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 12,496 | $107.6K | 0.05% | +12,496 | New |
| Huntington National Bank | 12,348 | $106.3K | 0.00% | −635−4.9% | Reduced |
| Sunpointe, LLC | 12,204 | $105.1K | 0.13% | +12,204 | New |
| Burns Matteson Capital Management, LLC | 12,210 | $104.8K | 0.07% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 12,200 | $103.6K | 0.08% | −760−5.9% | Reduced |
| Hilltop Holdings Inc. | 11,960 | $103.0K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $100.6K | 0.00% | +11,681 | New |
| Independent Solutions Wealth Management, LLC | 11,633 | $100.2K | 0.03% | −2,183−15.8% | Reduced |
| Bessemer Group Inc | 11,666 | $100.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,377 | $98.0K | 0.01% | +10,907+2,320.6% | Added |
| Xponance, Inc. | 11,269 | $97.0K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,193 | $96.4K | 0.02% | +11,193 | New |
| Cambridge Investment Research Advisors, Inc. | 11,100 | $96.0K | 0.00% | −1,342−10.8% | Reduced |
| Sage Mountain Advisors LLC | 10,830 | $93.2K | 0.01% | +522+5.1% | Added |
| Atria Wealth Solutions, Inc. | 10,815 | $93.1K | 0.00% | +588+5.7% | Added |
| Lido Advisors, LLC | 10,602 | $91.3K | 0.00% | +10,602 | New |
| Waldron Private Wealth LLC | 10,591 | $91.2K | 0.00% | +10,591 | New |
| AXA S.A. | 10,381 | $89.4K | 0.00% | +2,112+25.5% | Added |
| Blue Barn Wealth, LLC | 10,233 | $88.1K | 0.05% | +10,233 | New |
| WorthPointe, LLC | 10,062 | $86.6K | 0.04% | +10,062 | New |
| Camden Capital, LLC | 10,031 | $86.4K | 0.01% | +10,031 | New |
| Global Retirement Partners, LLC | 9,022 | $79.4K | 0.00% | +834+10.2% | Added |
| Allworth Financial LP | 7,759 | $66.8K | 0.00% | −34−0.4% | Reduced |
| National Bank of Canada | 7,150 | $61.1K | 0.00% | +7,150 | New |
| Transamerica Financial Advisors, Inc. | 5,918 | $51.0K | 0.01% | +4,349+277.2% | Added |
| Addison Advisors LLC | 5,209 | $44.9K | 0.02% | +1,612+44.8% | Added |
| Hexagon Capital Partners LLC | 5,089 | $43.8K | 0.01% | +525+11.5% | Added |
| Park Place Capital Corp | 5,005 | $43.1K | 0.02% | −4,629−48.0% | Reduced |
| TD Private Client Wealth LLC | 4,482 | $38.6K | 0.00% | −23−0.5% | Reduced |
| Principal Securities, Inc. | 3,747 | $32.3K | 0.00% | +3,747 | New |
| EverSource Wealth Advisors, LLC | 3,648 | $31.4K | 0.00% | +2,082+133.0% | Added |